Ownership history in Efficient Advisors, LLC · 57 quarters on record
This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in ISHARES TR (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 494,617 | -126,274 | -20.3% | 2.88% | $49.4M | $99.25 |
| 2025 Q3 | ADDED | 620,891 | +13,627 | +2.2% | 3.51% | $62.2M | $98.32 |
| 2025 Q2 | REDUCED | 607,264 | -2,611 | -0.4% | 3.59% | $60.2M | $96.33 |
| 2025 Q1 | REDUCED | 609,875 | -12,069 | -1.9% | 3.66% | $60.3M | $95.12 |
| 2024 Q4 | ADDED | 621,944 | +2,442 | +0.4% | 3.88% | $60.3M | $92.59 |
| 2024 Q3 | REDUCED | 619,502 | -39,798 | -6.0% | 3.94% | $62.7M | $95.55 |
| 2024 Q2 | REDUCED | 659,300 | -46,239 | -6.6% | 4.15% | $64.0M | $90.74 |
| 2024 Q1 | ADDED | 705,539 | +18,182 | +2.6% | 4.43% | $69.1M | $90.72 |
| 2023 Q4 | ADDED | 687,357 | +39,239 | +6.1% | 4.61% | $68.2M | $91.39 |
| 2023 Q3 | REDUCED | 648,118 | -28,363 | -4.2% | 4.13% | $60.9M | $85.61 |
As of 2025 Q4 — sorted by position size